Goal-driven candidate well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Business Development Officer
PathStone Enterprise Center
08.2024 - Current
Review and process Small Business Financing (SBF) cases for eligibility and compliance.
Follow up with clients to collect documents and complete closings.
Manage documentation and upload data in PECI systems per policy.
Ensure accuracy, organization, and confidentiality in all records.
Support compliance and reporting for federally funded programs.
MSR
GE Credit Union
08.2022 - 07.2024
Prepared documents for underwriting by verifying client income, credit reports and other information.
Processed loans within various departments to achieve timely, accurate and fair proceedings.
Supported day-to-day account management for company clients.
Followed up on denials, late payments, extensions and other special circumstances.
Sales Lead
Aldo
06.2022 - 12.2022
Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Built strong client relationships and provided high value-adding services, resulting in increased company market share.
Identified and analyzed key competitors and related products.
Reported sales data to upper management for review.
Internship Student
Legal Assistance Clinic Of The Pontifical Catholic University Of Puerto Rico
08.2019 - 03.2020
Reported back to instructor to receive day-to-day tasks and responsibilities.
Helped with administrative support by managing incoming calls, coordinating files and sorting mail.
Sorted and organized files, spreadsheets and reports.
Answered incoming telephone calls, took down messages and provided information.
Education
No Degree - Business Law
Pontifical Catholic University of Puerto Rico
Ponce, PR
Skills
BSA Basics
OFAC Basics
Opening Accounts
ATM Balancing
Client Intake & Eligibility Review
Documentation & Records Management
Data Entry & System Upload
Database Management
Microsoft Office Suite (Excel, Word, Outlook)
Compliance with Organizational Policies
Languages
Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Certification
Marketing
Timeline
Business Development Officer
PathStone Enterprise Center
08.2024 - Current
MSR
GE Credit Union
08.2022 - 07.2024
Sales Lead
Aldo
06.2022 - 12.2022
Internship Student
Legal Assistance Clinic Of The Pontifical Catholic University Of Puerto Rico